Solana Beach - Senior Relationship Banker
About The Position
This role is for an individual looking to advance their financial institution career onto a management track. The Senior Relationship Banker will gain operational experience while utilizing current skills to maintain and deepen relationships with existing members. The position involves actively opening new accounts, processing new shares for existing members, and handling the processing and funding of all consumer loan applications and real estate applications. A key aspect of the role is interviewing potential and existing members to identify and offer products and services that meet their financial needs. The banker will also accurately process routine member account transactions and may act in a supervisory capacity in the manager's absence. Additionally, this role assists management with branch opening procedures, processing certifications, and organizing outbound activities to drive branch growth.
Requirements
- At least 3 years of financial institution experience.
- At least 1 year of experience opening new accounts and processing loan applications, including real estate applications.
- Ability to actively cross-sell products & services.
- Ability to maintain the confidentiality of member’s information.
Responsibilities
- Actively work on the platform opening new accounts and new shares for existing members.
- Process and fund all consumer loan applications and real estate applications.
- Interview potential and existing members to determine appropriate products and services.
- Accurately process routine member account transactions including deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings.
- Act in the capacity of a supervisor in the absence of manager.
- Assist Management with branch opening, processing of monthly, quarterly, or yearly branch certifications.
- Organize outbound activities including phone calls to seek additional growth opportunities for the branch.
Benefits
- 18 days of PTO in your first year
- 12 holidays a year
- 6% 401(k) match
- Full benefits package including medical, dental, vision, life insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
251-500 employees
